Journey Beyond Wealth, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 23, 2026, for the 2025 Q4 period, Journey Beyond Wealth, LLC held in its portfolio 31 assets valued at $125,723,120 (i.e. $125.72M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($32.89M), VANGUARD INTL EQUITY INDEX F ($17.88M), and VANGUARD INDEX FDS ($10.30M).
The chart below shows the top 10 valuable assets, and the table below shows the top 31 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Journey Beyond Wealth, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 52441 | 32887453 | S&P 500 ETF SHS |
| VANGUARD INTL EQUITY INDEX F | 243036 | 17877757 | ALLWRLD EX US |
| VANGUARD INDEX FDS | 49272 | 10303692 | EXTEND MKT ETF |
| VANGUARD TAX-MANAGED FDS | 132520 | 8278496 | VAN FTSE DEV MKT |
| VANGUARD INDEX FDS | 13651 | 6659777 | GROWTH ETF |
| VANGUARD INDEX FDS | 33055 | 6313181 | VALUE ETF |
| VANGUARD INTL EQUITY INDEX F | 95878 | 5154411 | FTSE EMR MKT ETF |
| SPDR S&P 500 ETF TR | 7305 | 4981426 | TR UNIT |
| DIMENSIONAL ETF TRUST | 89570 | 4469543 | INTERNATNAL VAL |
| ISHARES TR | 29859 | 3588462 | CORE S&P SCP ETF |
| ISHARES TR | 27259 | 3520773 | EXPND TEC SC ETF |
| FIRST TR EXCHANGE-TRADED FD | 14767 | 3399448 | SHS |
| SCHWAB STRATEGIC TR | 136790 | 3333582 | SHT TM US TRES |
| BERKSHIRE HATHAWAY INC DEL | 5600 | 2814840 | CL B NEW |
| SCHWAB STRATEGIC TR | 91979 | 2522981 | US DIVIDEND EQ |
| FIRST TR EXCHANGE TRADED FD | 10007 | 1531272 | NASDQ CLN EDGE |
| ISHARES TR | 10000 | 1071100 | NATIONAL MUN ETF |
| DIMENSIONAL ETF TRUST | 27884 | 1059592 | INTL SMALL CAP V |
| VANGUARD INDEX FDS | 3259 | 1025989 | LARGE CAP ETF |
| VANGUARD MUN BD FDS | 19724 | 991920 | TAX EXEMPT BD |
| GLOBAL X FDS | 8143 | 669584 | S&P 500 CATHOLIC |
| ISHARES TR | 2580 | 635127 | RUSSELL 2000 ETF |
| LOCKHEED MARTIN CORP | 904 | 437238 | COM |
| VANGUARD INDEX FDS | 1040 | 348524 | TOTAL STK MKT |
| ISHARES TR | 3448 | 331939 | RUS MID CAP ETF |
| WALMART INC | 2901 | 323201 | COM |
| APPLE INC | 1034 | 281091 | COM |
| SCHWAB STRATEGIC TR | 11259 | 270667 | INTL EQTY ETF |
| SPDR GOLD TR | 552 | 218764 | GOLD SHS |
| ISHARES TR | 1899 | 216335 | EAFE GRWTH ETF |
| ISHARES GOLD TR | 2525 | 204955 | ISHARES NEW |
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